PRIYA BISWAS
REGIONAL HEAD SALES- WEALTH & TRADE (BUSINESS BANKING GROUP)
Kolkata
Summary
Dynamic manager and analytical problem-solver with a proven track record in team building, leadership, and motivation, complemented by exceptional customer relations and relationship-building skills. Expertise in independent decision-making and sound judgment drives positive outcomes that contribute to overall company success. Committed to leveraging training, monitoring, and morale-boosting strategies to enhance employee engagement and elevate performance levels across the organization. Passionate about fostering a collaborative work environment that inspires teams to achieve their highest potential.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Regional Head Sales (Business Banking Group)
ICICI Bank Ltd.
Kolkata
08.2022 - Current
- Managing Team of Relationship Managers to Identify, build, acquire and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experience.
- Supervising every team member to ensure acquisition & value build of new to Bank Trade Finance Business Banking Product/Program & Trade/Fx led CA customers in the branch in the identified segments and growth portfolio of Region (Present Portfolio Size is 244 cr.
- To Provide a differentiated customer experience that supports our BBG value proposition. Execute integrated revenue generation, service and relationship strategies to support growth and retention of business customers.
- To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the Product Sales Manager.
- To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, insurance, working capital / loan needs.
- To Master referral opportunities to Proactively expand high value customer relationship by maximizing growth of portfolio.
Sales Manager
Axis Max Life Insurance Co.Ltd
Kolkata
07.2019 - 07.2022
- Customize insurance programs and assessing clients' insurance needs as per suitability metrics, covering a variety of risks.
- Preparation and presentation insurance quotes, handling policy renewals and amendments, and maintaining detailed client record.
- Development of clientele for generating profitability and Amplified revenue of the organization.
- Maintaining high persistency rate to hold the long term stability of business.
- Adhering to the compliance, maintaining due diligence of policies and procedures as governed by Insurance Regulatory and Development Authority of India.
Corporate Account Manager
TATA AIA Life Insurance Limited
Kolkata
11.2018 - 07.2019
- Sourcing business and attending corporate clients to Expand revenue generation from Life Insurance.
- Cross-selling of various financial products of HDFC BANK LTD; like CASA, PL, BL, CC, Demat Trading account and other financial instruments.
- Maintained the document scrutiny adhering all due diligence.
- Supervised end-to-end processing of all types of insurance issuance.
Assistant Manager
Kotak Mahindra Bank Ltd.
Kolkata
11.2017 - 08.2018
- Manage the Service Scores of the branch.
- Responsible for management of day to day operations of the branch.
- Closely monitors the opportunity of business by offering clients ,facilities like working capital demand loan and other banking products.
- Customer complains management and ensuring resolution of all complaints within TAT.
- Be responsible for the AML & KYC compliance of the various account opening forms submitted to CPC/RPC.
- Cross-sold products and offered best product based on individual customer needs on all eligible scenarios; maintained the adequate sales rate for team.
Customer Service Manager EC in Trade & Forex
Indusind Bank Ltd.
Kolkata
06.2016 - 10.2017
- Executing transaction of Inward & Outward Remittance for Import – Export Clients.
- Scrutiny of documentation for all kinds of remittance, Advance, Direct, Collections, LC payment and Bank Guarantee.
- Understanding of paperwork such as Commercial Invoice / Proforma Invoice, Packing list, Bill of Entry / Bill of Export, Bill of Lading Airway Bill, Advice copy, etc for outward remittance. For Inward remittance, preparation of MT-103 format and obtaining SWIFT copy from TBG-MIS.
- Communicating with the local trade desk for booking of rates.Seeking approvals from zonal heads for various types of remittance.
- Interacting with existing customers for better understanding of their requirements by taking profitable rate for both bank and its consumers before transaction and Generating revenue for bank.
Junior Officer in Phone Banking (HDFC Bank Ltd)
ADFC PVT LTD
Kolkata
07.2015 - 02.2016
- Handling and resolving customer queries and complaints over the phone.
- Providing customers with information on various banking products and services with Cross-selling different banking products
- Adhering to information security norms and quality process norms, Complying with banking rules and regulations.
- Responding to inquiries and concerns to alleviate delicate situations with professionalism and sensitivity.
- Providing complaint resolution through root cause analysis and service recovery to retain existing clients and increase customer satisfaction.
- Demonstrating mastery of customer service call script within specified time frames and quality standards.
Education
Master of Arts - English Language And Literature
Rabindra Bharati University
Kolkata 04.2001 -
Skills
Team management
Strategic marketing
Performance evaluations
Business analysis and reporting
Employee coaching and mentoring
Adaptability and flexibility
Certification
NISM AMFI
Disclaimer
Place – Kolkata Signature - Priya Biswas
Timeline
NISM AMFI
04-2024
Regional Head Sales (Business Banking Group)
ICICI Bank Ltd.
08.2022 - Current
Sales Manager
Axis Max Life Insurance Co.Ltd
07.2019 - 07.2022
Corporate Account Manager
TATA AIA Life Insurance Limited
11.2018 - 07.2019
Assistant Manager
Kotak Mahindra Bank Ltd.
11.2017 - 08.2018
Customer Service Manager EC in Trade & Forex
Indusind Bank Ltd.
06.2016 - 10.2017
Junior Officer in Phone Banking (HDFC Bank Ltd)
ADFC PVT LTD
07.2015 - 02.2016
Master of Arts - English Language And Literature
Rabindra Bharati University
04.2001 -